Hedge Fund - VGI Partners

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No. Security Ticker Shares Value Activity % Port History
1. NEM 2,393,751 $115,570,298 +23% 11.84%
2. TECK 3,141,506 $114,445,064 +18% 11.72%
3. WYNN 1,091,578 $91,146,763 +22% 9.33%
4. BAC 2,108,295 $87,979,150 +8% 9.01%
5. FCX 1,515,396 $57,372,893 -25% 5.88%